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20121219
20121219
Search Results 0 to 6 of about 7 (some duplicates have been removed)
interest rates for a long time globally as well, and i think you also have encouraging data points in china, stabilization in europe and the u.s. at 2.7% gdp growth is a little stronger to handle this, so that's why i think you want to be buying on this. >> everybody wants to buy. so many people -- you want to be bullish, but these guys in washington, and gals in washington, give you so little reason to actually be bullish. you're right. the corporate sector you know, loaded with cash, fundamentals turning positive. >> but this is the big difference from last year, last summer where the economy was so fragile. we were in such a fragile state last suggest so it was easy to tip us over. now we're a little better here in the states but a lot better in china, and a little bit better in europe. >> we've got to get to jim. >> because of the contrarian view, jim, is once we get a deal, we sell right into the deal. >> yeah, that's right. i'm going tonight skunk at the garden party here, and i'm geg going to tell you i never thought we'd get a deal. throwing rocks at each other. more likely we won't
into this year. yeah, you know what i'm talking about, china. how about that economy over there? after pausing because the government was busy whipping inflation, now, thank you, late gerald ford, now it's coming on strong. i think growth in china's accelera accelerating. the stock market might be the most undervalued in the world. the stock market entirely could be under valued. how many short sellers told you to do the opposite and sell that market? after the steam roller it's been of late, what exactly are the short sellers saying now? i don't know, i'm not hearing them clearly. i'm not listening. i'm not, no, i'm not hearing. europe and china both were supposed to slip into oblivion in 2012. that was the easiest story, everybody wrote it. turned out two fabulous places to invest. how about this housing market? most common worry, the dreaded shadow inventory. oh, the shadow inventory. >> the house of pain. >> so many banks and so many homes said the books could never recover. wasn't that the narrative? now, where are we? the shadow inventory turned out. the banks that were thought to be a t
. china coming back. gm rationalizing europe. >> gm europe, when you say a couple quarters behind ford, are you saying progress in the quarterly financials? >> committed to rationalizing europe. >> again, a larger theme of excess capitalization at u.s. corporations, and the fact that so much money is sitting on balance sheets doing nothing. >> did you read oracle? how much money do they have. they bought back 10 billion worth of stock. these companies, you read through their stories, and you say, not only did they not extend themselves during this downturn, they conserved a lot of cash. by the way, humans did, too, in america. have you seen the numbers that the federal reserve put out last night about how much money is being -- how little debt is being taken down by citizens. we're back to levels of the '90s. federal household debt service came out last night. the percentage of disposable income is 14%, down to 10%. that's 1994 levels. >> that's a big part of morgan stanley's call on citi today. from overweight to equal weight. consumer deleveraging in their view coming to an end. and
went into a school, he got 22 kids. and they are all alive today because it happened in china. and he attacked the children with a knife, because that was the most deadly weapon he could get his hands on because that was in his village. so no, there are not a lot of different ways the murder at sandy hook elementary school could have been committed. there is only one way, the way that wayne lapierre wants to preserve, mass murder by firearm. an all-too-common american way of death. >> i think the american public is -- has had their fill of what happened last night. >> no, that was not wayne lapierre speaking the day after the massacre of the children and the women at sandy hook elementary school. he has been in hiding since then. that was wayne lapierre the day after this happened. >> our current gun culture ensures that more and more domestic disputes will end in the ultimate tragedy. and that more convenient store confrontations over loud music coming from a car will leave more teenagers bloody and dead. handguns do not enhance our safety, they tempt us to pursue arguments, rather t
on but not that ad that played the whole china card. paul ryan wanted to do an ad earlier on framing the issue in janesville, his hometown, where there was a shuttered gm plant. the romney campaign trying to play catch-up at the end of the campaign and address issues that should have been addressed months ago where romney was on the auto bailout. they never wanted to talk about it because there was a thought that's playing into obama's terrain, let's not go there. >> the most interesting thing that i think has not been reported, if you will, there wasn't a lot of in-fighting in romney world. was there not disagreement? did everybody just buy into the stewart way of doing things? >> stewart was a fairly polarizing figure but comparatively to other campaigns, they did get along pretty well. we found out that ed gillespie at the end of the campaign was trying to do more with hispanics and women and he did run into stewart stevens some. >> but nothing like the tension you normally would expect in a losing campaign. >> not like sort of kerry '04 or certainly mccain '08. nothing like that, no. jonat
are pretty similar. we face the same issues with a competitive ship to economic power to china and the like. we have to educate our children better. we're doing the things. i think the issues we take on entitlement reform and education reform, these are the things that the u.s. congress and administration have to tackle in the next year on or so. >> what about europe? will the euro zone up stick together and will the uk start part of the union? david cameron said in the last couple of days there may need fob a referendum on that. >> the euro zone will stick together. they made a decision through this year. they made a decision to keep themselves together, and britain be want to be a fully fledged member of the european union and not of the euro zone. we don't have to merge our kurn stee, we don't have to american our budget policies, we don't have to do all the things they need to do to make their currency work. by the way, alexander hamilton taught us all you need to do to make single currency work a couple years ago. >> here's a point of view from the upcoming issue of the new york magazi
Search Results 0 to 6 of about 7 (some duplicates have been removed)